MCM
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Mitchell Capital Management’s Morgan Stanley MS Stock Holding History

Mitchell Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-43,574
Closed -$4.28M – 141
2021
Q4 		$4.28M Buy
43,574
+921
+2% +$91.7K 0.87% 32
2021
Q3 		$4.15M Buy
42,653
+1,959
+5% +$194K 0.93% 34
2021
Q2 		$3.73M Buy
40,694
+2,860
+8% +$245K 0.82% 36
2021
Q1 		$2.94M Buy
37,834
+5,164
+16% +$396K 0.72% 47
2020
Q4 		$2.24M Buy
32,670
+17,900
+121% +$1.03M 0.56% 62
2020
Q3 		$714K Buy
+14,770
New +$744K 0.21% 109

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitchell Capital Management's MS Position: Q1 2022 in Review

Mitchell Capital Management sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 43,574 shares — an estimated $4.28M sold.

Mitchell Capital Management first reported a position in MS in Q3 2020 and held it in 6 quarters. The position peaked at $4.28M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Mitchell Capital Management reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • Mitchell Capital Management sold 43,574 Morgan Stanley shares in Q1 2022, an estimated $4.28M.
  • Mitchell Capital Management first reported a position in Morgan Stanley in Q3 2020 and held it in 6 quarters.
  • Mitchell Capital Management's Morgan Stanley position peaked at $4.28M in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Mitchell Capital Management's 13F filing for Q1 2022, filed 29 Apr 2022.